NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership5,640 shares
Latest Disclosed Value $ 523,843
Heritage Wealth Advisors reports 7.78% increase in ownership of NEE / NextEra Energy, Inc.

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 5,640 shares of NextEra Energy, Inc. (MX:NEE) valued at $523,843 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,233 shares of NextEra Energy, Inc.. This represents a change in shares of 7.78% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F Nextera Energy Inc Com COM 65339F101 5,640 407 7.78 524 24.52 0.0205
2026-02-13 2025-12-31 13F Nextera Energy Inc Com COM 65339F101 5,233 -413 -7.31 420 -1.41 0.0160
2025-11-13 2025-09-30 13F Nextera Energy Inc Com COM 65339F101 5,646 -339 -5.66 426 2.65 0.0187
2025-08-11 2025-06-30 13F Nextera Energy Inc Com COM 65339F101 5,985 -245 -3.93 415 -5.90 0.0197
2025-05-08 2025-03-31 13F Nextera Energy Inc Com COM 65339F101 6,230 -87 -1.38 442 -2.43 0.0224
2025-02-12 2024-12-31 13F Nextera Energy Inc Com COM 65339F101 6,317 -2,921 -31.62 453 -42.05 0.0225
2024-11-12 2024-09-30 13F Nextera Energy Inc Com COM 65339F101 9,238 2,617 39.53 781 66.67 0.0366
2024-12-12 2024-06-30 13F/A-1 Nextera Energy Inc Com COM 65339F101 6,621 1 0.02 469 10.64 0.0212
2024-08-06 2024-06-30 13F Nextera Energy Inc Com COM 65339F101 6,621 1 469 0.0212
2024-12-12 2024-03-31 13F/A-1 Nextera Energy Inc Com COM 65339F101 6,620 43 0.65 423 6.02 0.0193
2024-05-08 2024-03-31 13F Nextera Energy Inc Com COM 65339F101 6,620 43 423 0.0194
2024-12-12 2023-12-31 13F/A-1 Nextera Energy Inc Com COM 65339F101 6,577 2,006 43.89 399 52.87 0.0199
2024-02-12 2023-12-31 13F Nextera Energy Inc Com COM 65339F101 6,718 2,147 408 0.0203
2024-12-12 2023-09-30 13F/A-1 Nextera Energy Inc Com COM 65339F101 4,571 -816 -15.15 262 -34.59 0.0143
2023-11-09 2023-09-30 13F Nextera Energy Inc Com COM 65339F101 4,571 -816 262 0.0143
2024-12-12 2023-06-30 13F/A-1 Nextera Energy Inc Com COM 65339F101 5,387 0 0.00 400 -3.86 0.0212
2023-08-09 2023-06-30 13F Nextera Energy Inc Com COM 65339F101 5,387 0 400 0.0212
2023-05-04 2023-03-31 13F Nextera Energy Inc Com COM 65339F101 5,387 1,687 45.59 415 34.30 0.0231
2024-12-12 2022-12-31 13F/A-1 Nextera Energy Inc Com COM 65339F101 3,700 400 12.12 309 19.77 0.0179
2023-02-07 2022-12-31 13F Nextera Energy Inc Com COM 65339F101 3,700 400 309 0.0179
2024-12-12 2022-09-30 13F/A-1 Nextera Energy Inc Com COM 65339F101 3,300 0 0.00 259 0.0188
2022-11-10 2022-09-30 13F Nextera Energy Inc Com COM 65339F101 3,300 0 0 0.0188
2022-08-04 2022-06-30 13F Nextera Energy Inc Com COM 65339F101 3,300 0 0.00 0 0.0178
2022-05-11 2022-03-31 13F Nextera Energy Inc Com COM 65339F101 3,300 0 0.00 0 0.0155
2022-03-28 2021-12-31 13F/A-1 Nextera Energy Inc Com COM 65339F101 3,300 -714 -17.79 0 -100.00 0.0169
2022-02-02 2021-12-31 13F Nextera Energy Inc Com COM 65339F101 3,300 -714 308 0.0169
2021-11-02 2021-09-30 13F Nextera Energy Inc Com COM 65339F101 4,014 0 0.00 315 7.14 0.0193
2021-08-09 2021-06-30 13F/A-1 Nextera Energy Inc Com COM 65339F101 4,014 0 0.00 294 -2.97 0.0181
2021-07-27 2021-06-30 13F Nextera Energy Inc Com COM 65339F101 3,214 -800 248 0.0155
2021-04-27 2021-03-31 13F Nextera Energy Inc Com COM 65339F101 4,014 800 24.89 303 22.18 0.0183
2021-02-01 2020-12-31 13F Nextera Energy Inc Com COM 65339F101 3,214 2,411 300.25 248 11.71 0.0155
2020-11-03 2020-09-30 13F Nextera Energy Inc Com COM 65339F101 803 178 28.48 223 48.00 0.0288
2020-07-17 2020-06-30 13F/A-1 Nextera Energy Inc Com COM 65339F101 625 142 29.40 150 29.31 0.0210
2020-07-17 2020-06-30 13F Nextera Energy Inc Com COM 65339F101 405 -78 150 20,990.9109
2020-05-05 2020-03-31 13F Nextera Energy Inc Com COM 65339F101 483 -13 -2.62 116 -3.33 0.0208
2020-02-04 2019-12-31 13F Nextera Energy Inc Com COM 65339F101 496 114 29.84 120 34.83 0.0159
2019-10-30 2019-09-30 13F Nextera Energy Inc Com COM 65339F101 382 -50 -11.57 89 1.14 0.0131
2019-08-05 2019-06-30 13F Nextera Energy Inc Com COM 65339F101 432 0 0.00 88 6.02 0.0136
2019-05-06 2019-03-31 13F Nextera Energy Inc Com COM 65339F101 432 60 16.13 84 29.69 0.0137
2019-01-26 2018-12-31 13F Nextera Energy Inc Com COM 65339F101 372 0 0.00 64 3.23 0.0125
2018-11-14 2018-09-30 13F Nextera Energy Inc Com COM 65339F101 372 372 62 0.0121
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.